See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $95,454 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,860 | $60,323+183.2% | $81,812+108.8% | $74,495+129.4% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.3%+24.2pp | 67.2%+29.4pp |
| Annual return | 11.23% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $10,995 | $2,620+319.6% | $2,912+277.5% | $2,623+319.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $325 | $1,486-78.1% | $7,386-95.6% | $1,942-83.3% |